Blog - Archive for the ‘Insurance’ Category

Everyone needs a budget

15th Oct, 2018

Before I started work in this profession I used to think of budgets as only being useful when someone is struggling to make ends meet. Over time I realised that a budget is the bedrock of any financial plan, whether you have relatively little wealth or are very wealthy. In this post I will explain […]

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2016 Autumn Statement analysis

23rd Nov, 2016

The new Chancellor, Philip Hammond, has announced the 2016 Autumn statement – his first (and last*) Autumn statement since he assumed this position in June. The Chancellor announced changes to various items today but in this post I have focused on tax legislation and personal finances.

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What is key person insurance?

19th Aug, 2016

Very few businesses in the UK have a key person insurance policy, yet this type of cover is incredibly important for businesses with staff who are integral to the success of the company. In this post I will use a short case study to demonstrate the importance of this type of insurance policy.

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What is shareholder protection?

17th Aug, 2016

Very few business owners in the UK have a shareholder protection policy, yet this type of cover is incredibly important for businesses with more than one owner. In this post I will use a short case study to demonstrate the importance of this type of insurance policy.

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Can I get life insurance if I have an existing medical condition?

15th Aug, 2016

Unfortunately many people who approach us for advice on life insurance have an existing medical condition and they worry this could affect their application. In this post I will set out the possible outcomes in this scenario and answer some common questions.

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Common issues with life insurance

10th Jun, 2015

Many of our new clients already have life insurance policies in place when they first come to see us and naturally assume their family is covered should the worst happen. Unfortunately, when we delve into these policies a little deeper, we often find hidden problems.

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Q&A: Estate Planning

7th Nov, 2014

Our clients regularly ask us about Estate Planning, so in this post we have listed a few of the most common questions. If you have any questions which are not covered by this post please do not hesitate to contact us.

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